Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and addressing clients’ unique financial needs and circumstances. Join Andy Rosenberger, Head of Custom Indexing for Orion, to learn how direct indexing can empower advisors to provide tax-aware, personalized investment solutions.
Key Takeaways:
- Understand the fundamentals of tax-aware investing and why it’s a must-have strategy for advisors.
- Discover how direct indexing works and how it creates opportunities for ongoing tax-loss harvesting.
- Learn practical tips from a CPA-turned-advisor on how a holistic approach has helped add value for clients and grow his practice.
- Explore actionable ways to differentiate your services with customized, tax-aware portfolios.
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Speakers
Andrew Rosenberger
Deputy CIO, Orion Custom Indexing
Orion Advisor Solutions
Rob Beck
Managing Partner
Wealth Management CPAs
Davis Janowski, Host
Technology Editor
WealthManagement.com
